See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,924 | $42,886+86.4% | $88,946-10.1% | $85,563-6.6% |
| Participation rate | 79.6% | 37.9%+41.7pp | 68.8%+10.7pp | 66.0%+13.6pp |
| Annual return | 22.25% | 44.56%-22.3pp | 57.82%-35.6pp | 31.51%-9.3pp |
| Employer contribution / active EE | $4,101 | $1,147+257.5% | $2,555+60.5% | $2,654+54.5% |
| Participant deferral / active EE | $7,823 | $2,108+271.1% | $4,581+70.8% | $4,375+78.8% |
| Admin fee / account holder | $18 | $2,263-99.2% | $8,261-99.8% | $834-97.8% |